Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing of Proposed Rule Change To Adopt the Text of New York Stock Exchange Rule 49 as Rule 49-Equities in Order To Authorize Exchange Officials To Exercise the Same Emergency Powers As NYSE Officials May Exercise, 48513-48516 [2013-19145]
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Federal Register / Vol. 78, No. 153 / Thursday, August 8, 2013 / Notices
BILLING CODE 8011–01–P
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
SECURITIES AND EXCHANGE
COMMISSION
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
should refer to File Number SR–C2–
2013–028 and should be submitted on
or before August 29, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–19149 Filed 8–7–13; 8:45 am]
[Release No. 34–70098; File No. SR–
NYSEMKT–2013–66]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing of Proposed
Rule Change To Adopt the Text of New
York Stock Exchange Rule 49 as Rule
49—Equities in Order To Authorize
Exchange Officials To Exercise the
Same Emergency Powers As NYSE
Officials May Exercise
August 2, 2013.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on July 22,
2013, NYSE Arca, Inc. (‘‘NYSE Arca’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
tkelley on DSK3SPTVN1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to [adopt] the
text of New York Stock Exchange
(‘‘NYSE’’) Rule 49 as Rule 49—Equities
in order to authorize Exchange officials
to exercise the same emergency powers
as NYSE officials may exercise. The text
of the proposed rule change is available
on the Exchange’s Web site at
www.nyse.com, at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
18 17
CFR 200.30–3(a)(12).
U.S.C.78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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1. Purpose
The Exchange proposes to adopt the
text of proposed NYSE Rule 49 as Rule
49—Equities in order to authorize
Exchange officials to exercise the same
emergency powers as NYSE officials
may exercise.4
Background
In 2009, NYSE adopted NYSE Rule 49
to provide NYSE officials with the
authority to declare an emergency
condition 5 with respect to trading on or
through NYSE’s systems and facilities
and to act as necessary in the public
interest and for the protection of
investors.6 The authority in NYSE Rule
49 may be exercised when, due to an
emergency condition, NYSE’s systems
and facilities located at 11 Wall Street,
New York, New York, including the
NYSE Trading Floor, cannot be utilized.
If such an emergency condition is
declared, a qualified NYSE officer may,
among other things, designate NYSE
Arca LLC (‘‘NYSE Arca’’), NYSE’s and
the Exchange’s affiliate, to serve as a
backup facility to receive and process
bids and offers and to execute orders on
behalf of NYSE so that NYSE, as a selfregulatory organization (‘‘SRO’’), can
remain operational.7 NYSE Arca, which
4 See
SR–NYSE–2013–54.
definition of ‘‘emergency’’ is the one used
in Section 12(k)(7) of the Act and is also used by
other exchanges and the Securities and Exchange
Commission (‘‘Commission’’). Section 12(k)(7)
defines an emergency to mean ‘‘(A) a major market
disturbance characterized by or constituting—(i)
sudden and excessive fluctuations of securities
prices generally, or a substantial threat thereof, that
threaten fair and orderly markets; or (ii) a
substantial disruption of the safe or efficient
operation of the national system for clearance and
settlement of transactions in securities, or a
substantial threat thereof; or (B) a major disturbance
that substantially disrupts, or threatens to
substantially disrupt—(i) the functioning of
securities markets, investment companies, or any
other significant portion or segment of the securities
markets; or (ii) the transmission or processing of
securities transactions.’’ 15 U.S.C. 78l(k)(7).
6 See Securities Exchange Act Release No. 61177
(December 16, 2009), 74 FR 68643 (December 28,
2009) (SR–NYSE–2009–105).
7 NYSE Arca trades equity securities on the
systems and facilities of its wholly owned
5 The
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48513
would continue to operate
simultaneously during the emergency
condition, has a counterpart rule, NYSE
Arca Equities Rule 2.100. To date, NYSE
has not invoked NYSE Rule 49. The
Exchange currently has no counterpart
rule.
On October 29 and 30, 2012, due to
the dangerous conditions that
developed as a result of Superstorm
Sandy, NYSE and the Exchange, as well
as a number of their member
organizations located in the tri-state
area, were unable to open because of the
risk of flooding at their physical
locations. In addition, other brokerdealers and exchanges with facilities in
the area were also faced with significant
staffing challenges because the storm
conditions prevented personnel from
getting to work. As a result, it was
agreed, after consulting with other
exchanges, market participants, and
Commission staff, and in light of
concerns over the physical safety of
personnel and the possibility of
technical issues, that all U.S. equities
and options markets would be closed for
those two days.
NYSE has proposed to amend NYSE
Rule 49 to more effectively delineate the
SRO functions of the Exchange and
NYSE Arca during an emergency
condition, reflect the operational
preferences of the industry, and reflect
the current structure of member
organization connectivity to and system
coding for exchange systems.8 The
current NYSE rule contemplates the
Exchange remaining operational during
the emergency condition and both
NYSE and NYSE Arca performing
certain SRO functions with respect to
the same trading activity that would be
taking place on NYSE Arca. NYSE
believes that a more practical and
effective structure would be to have all
trading activity occurring on NYSE Arca
under that SRO’s authority, with one
exception. NYSE Arca would, on behalf
and at the direction of NYSE,
disseminate certain primary listing
market messages as both NYSE and
NYSE Arca messages so that market
participants’ systems could properly
recognize such messages. NYSE Arca
would do so beginning on the next
trading day following the declaration of
the emergency condition. All trading
volume on NYSE Arca in NYSE-listed
securities during the emergency
condition would be reported as NYSE
subsidiary, NYSE Arca Equities, Inc., referred to as
the ‘‘NYSE Arca Marketplace.’’ For the purposes of
this filing and in the text of proposed Rule 49—
Equities, these shall be referred to collectively as
the systems and facilities of NYSE Arca, or simply
NYSE Arca.
8 See supra [note 4].
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Arca volume, except for volume
associated with the opening and closing
prints in NYSE-listed securities, which
would be deemed NYSE volume. NYSE
Arca has submitted a related rule filing.9
Proposed Rule Change
To align its authority with its affiliates
and mitigate the possibility of having to
close in the event of a future emergency
condition, the Exchange proposes to
adopt the text of proposed NYSE Rule
49. The proposed rule change would
provide NYSE MKT officials with the
same emergency powers that NYSE
officials may exercise. Each of the
provisions of the proposed rule change
is described below.
Under proposed Rule 49(a)(1)—
Equities, in the event of an emergency,
a qualified Exchange officer would have
the authority to declare an emergency
condition with respect to trading on or
through the systems and facilities of the
Exchange (‘‘Emergency Condition’’) and
designate NYSE Arca to perform the
functions set forth in proposed Rule
49(b)(2)(A)—Equities on behalf of and at
the direction of the Exchange.
Under proposed Rule 49(a)(2)—
Equities, no declaration of an
Emergency Condition could be made
pursuant to Rule 49(a)(1)—Equities
unless (A) a regional or national
emergency existed that would prevent
the Exchange from operating normally,
and (B) such declaration was necessary
so that the securities markets, in
general, could continue to operate and
trading in Exchange-listed securities, in
particular, could continue to occur in a
manner consistent with the protection
of investors and in pursuit of the public
interest.
Under proposed Rule 49(a)(3)—
Equities, the term ‘‘emergency’’ as used
in the rule would mean an ‘‘emergency’’
as defined in Section 12(k)(7) of the
Act.10 The term ‘‘qualified Exchange
officer’’ would mean the NYSE Euronext
Chief Executive Officer or his or her
designee, or the NYSE Regulation, Inc.
Chief Executive Officer or his or her
designee. If none of these individuals
were able to act due to incapacitation,
the most senior surviving officer of
NYSE Euronext or NYSE Regulation,
Inc. would be a ‘‘qualified Exchange
officer’’ for purposes of the rule.
Under proposed Rule 49(b)(1)—
Equities, when an Emergency Condition
is declared under paragraph (a), the
Exchange: (A) Would halt all trading
conducted on the Exchange’s systems
and facilities and would not route any
unexecuted orders to NYSE Arca; (B)
9 See
SR–NYSEArca–2013–77.
supra [note 5].
10 See
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would accept cancellations for Good ‘Til
Cancelled (‘‘GTC’’) orders; and (C)
would purge any unexecuted orders
from the Exchange’s own systems and
facilities as soon as practicable
following declaration of the Emergency
Condition.
Under proposed Rule 49(b)(2)—
Equities, beginning on the next trading
day following the declaration of the
Emergency Condition,11 NYSE Arca
would, on behalf of and at the direction
of the Exchange, disseminate as
messages of both the Exchange and
NYSE Arca (A) the official opening and
closing prices of Exchange-listed
securities to the Consolidated Tape
Association (‘‘CTA’’), and (B)
notifications to the Consolidated
Quotation System (‘‘CQS’’) for
Exchange-listed securities of (i)
regulatory halts and resumption of
trading thereafter, (ii) trading pause and
resumption of trading thereafter, and
(iii) Short Sale Price Test trigger and
lifting thereafter (collectively, ‘‘primary
listing market notifications’’).12 The
Exchange notes that in the event of an
intra-day declaration of an Emergency
Condition, the Exchange would
manually disseminate primary listing
market notifications to CQS. Quotes or
orders of Exchange-listed securities
entered on or through the systems and
facilities of NYSE Arca during the
Emergency Condition would be reported
to CQS as bids or offers of NYSE Arca,
and quotes or orders of Exchange-listed
securities executed on or through the
systems and facilities of NYSE Arca
during the Emergency Condition would
be reported to CTA as executions of
NYSE Arca, except that executions in
the opening or closing auctions would
be reported as Exchange volume only in
order to avoid any double counting.
The Exchange believes that the
proposed rule would minimize the
impact of declaring an Emergency
Condition because NYSE Arca already
trades Exchange-listed securities on an
unlisted trading privileges basis and
prints such executions as NYSE Arca, or
‘‘P,’’ trades.13 This arrangement would
be compatible with market participants’
system coding conventions, where
orders routed to an exchange generally
11 The Exchange’s current and proposed disaster
recovery plans do not enable the intraday failover
of the Exchange’s system onto NYSE Arca,
including dissemination of primary listing market
notifications; such technology is only available on
a next-day basis.
12 See NYSE MKT Rules 123D—Equities, 80B—
Equities, 80C—Equities, and 440B—Equities. Each
of these types of notifications is a responsibility of
the primary listing market for the security.
13 The ‘‘P’’ designation reflects one of NYSE
Arca’s predecessor names, Pacific Exchange, Inc.,
before it was purchased by NYSE Euronext.
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come back as executions from that
exchange, unless routed out. Thus,
quotes and orders in Exchange-listed
securities routed to NYSE Arca during
the Emergency Condition would come
back to the entering firm as ‘‘P’’
executions, rather than ‘‘A’’
executions.14 Similarly, the Exchange
further understands that in order for
many market participants’ systems to
recognize the primary listing market
notifications, the notifications must
carry an ‘‘A’’ designation to associate it
with Exchange-listed securities. If the
notifications were disseminated only as
‘‘P’’ notifications, they may not be
properly recognized by these market
participants’ systems. However, other
market participants may be able to read
such primary listing market
notifications if disseminated with the
‘‘P’’ designation. Accordingly, during an
Emergency Condition, in order to
accommodate various market
participants’ existing technological
frameworks for the temporary measures
addressed in proposed Rule 49—
Equities, NYSE Arca would disseminate
the official opening and closing prints
for Exchange-listed securities and
primary listing market notifications
with both ‘‘P’’ and ‘‘A’’ designations.
When NYSE Arca disseminates these
messages on behalf of the Exchange, it
will do so in accordance with its own
rules and procedures for its primary
listed securities.15 The Exchange
believes that the proposed rule change
offers a practical solution that will be
compatible with most market
participants’ current system coding,
which will allow the proposed rule
change to be quickly and efficiently
implemented and avoid the costs and
delays associated with system
reprogramming.
The Exchange believes that
maintaining a primary market print for
an Exchange-listed security’s official
opening price would assist market
participants that rely on a primary
market opening print as the basis for
trading strategies for that trading day.
For example, the pricing and valuation
of certain indices, funds and derivative
products require primary market prints.
Similarly, private corporate
transactional contracts involving stock
purchases or valuations frequently make
reference to the primary market print
rather than to the CTA print. In
addition, certain indexes rely on the
primary listing market closing print to
14 The ‘‘A’’ designation reflects one of the
Exchange’s predecessor names, American Stock
Exchange LLC, before it was purchased by NYSE
Euronext.
15 Nonetheless, the Exchange will remain the SRO
that is legally responsible for the notifications.
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calculate the index, and certain funds
rely on the primary listing market
closing print to calculate the fund’s
value. Thus, these market participants
would benefit from the dissemination of
the primary market prints as ‘‘A’’
messages and not have to engage in any
system reprogramming to receive them.
Under proposed Rule 49(b)(3)—
Equities, members and member
organizations wishing to trade
Exchange-listed securities during an
Emergency Condition would be
responsible for having contingency
plans for establishing connectivity to
NYSE Arca and changing the routing
instructions for their order entry
systems to send quotes and orders in
Exchange-listed securities to NYSE
Arca. Under proposed Rule 49(b)(4)—
Equities, during an Emergency
Condition, all trading of Exchange-listed
securities entered or executed on or
through the systems and facilities of
NYSE Arca would be subject to NYSE
Arca Equities rules (including but not
limited to the opening, re-opening, and
closing auction processes applicable to
securities for which NYSE Arca is the
primary listing market set forth in NYSE
Arca Equities Rule 7.35), except that the
Exchange’s listing requirements for its
listed securities would continue to
apply.
Under proposed Rule 49(c)(1)—
Equities, in connection with taking
action under the rule, a qualified
Exchange officer would make
reasonable efforts to consult with the
Commission before taking such action,
or, if the qualified Exchange officer were
unable to consult prior to acting, as
promptly thereafter as practicable under
the circumstances. The authority
granted pursuant to the rule would be
operative for up to 10 calendar days
from the date that the Exchange invoked
such authority. The Exchange could
request that the initial 10-calendar-day
period be extended for a specific
amount of time by submission of a rule
filing pursuant to Section 19(b)(2) of the
Act. Such extension would not take
effect except upon approval of such a
filing by the Commission. Actions taken
pursuant to the rule could be terminated
by the Exchange at any time. The
Exchange would provide adequate prior
notice to members, member
organizations, Sponsored Participants
and investors regarding its intention to
terminate any such action.
The Exchange will announce by
Trader Update when the Exchange and
NYSE Arca will be ready to implement
the proposed rule change.
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2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,16 in general, and
furthers the objectives of Section 6(b)(5)
of the Act,17 in particular, because it is
designed to promote just and equitable
principles of trade and to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system. In
addition, the Exchange believes that the
proposed rule change furthers the
objectives of Section 6(b)(7) of the Act,18
in particular, in that it provides fair
procedures for the disciplining of
members 19 and persons associated with
members, the denial of membership to
any person seeking membership therein,
the barring of any person from becoming
associated with a member thereof, and
the prohibition or limitation by the
Exchange of any person with respect to
access to services offered by the
Exchange or a member thereof.
Specifically, the Exchange believes
that the proposed rule change would
promote just and equitable principles of
trade and remove impediments to and
perfect the mechanism of a free and
open market and national market system
because it offers a practical solution to
facilitate trading in Exchange-listed
securities in the event of an Emergency
Condition and would help to avoid a
future market-wide closure. All quoting
and trading activity in NYSE MKTlisted securities during the Emergency
Condition would be deemed NYSE Arca
quoting and trading for purposes of CQS
and CTA reporting and be subject to
NYSE Arca’s surveillance and
discipline, except that the opening and
closing prints and primary listing
market notifications would be
disseminated as both Exchange and
NYSE Arca messages so that the
majority of market participants’ systems
could properly receive and process
them. As such, the proposed rule
change reflects the operational
preferences of the industry and the
current structure of most member
organizations’ connectivity to and
system coding for exchange systems and
would reduce the systemic and
administrative burdens on market
participants by avoiding the need for
reprogramming, depending on which
message notifications their respective
systems would be able to read during
such an Emergency Condition. The
16 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
18 15 U.S.C. 78f(b)(7).
19 The Exchange’s equivalent to the term
‘‘member’’ in this context is ‘‘member
organization.’’
17 15
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48515
Exchange believes that facilitating
trading on NYSE Arca in Exchangelisted securities under that SRO’s rules
would benefit both issuers and investors
by providing additional liquidity during
the Emergency Condition.
The Exchange also believes that the
proposed rule change would remove
impediments to and perfect the
mechanism of a free and open market
and national market system because it
would assist market participants that
rely on or reference a primary market
opening print in their trading strategies
or private corporate transactional
contracts involving stock purchases or
valuations. In addition, certain indexes
rely on the primary listing market
closing print to calculate the index and
certain funds rely on the primary listing
market closing print to calculate the
fund’s value. The proposed rule change
would assist these market participants
in performing these functions without
requiring them to reprogram their
systems.
The Exchange also believes that the
proposed rule change would promote
just and equitable principles of trade
and provide for fair discipline by clearly
delineating SRO surveillance and
disciplinary functions. The Exchange
believes that it would be more effective
for NYSE Arca to discipline NYSE MKT
members and member organizations
under NYSE Arca rules rather than
having the Exchange enforce NYSE Arca
rules, as the NYSE would do under its
current rule.
In sum, the Exchange believes that the
proposed rule change would
substantially strengthen business
continuity planning for itself and its
member organizations, thereby
benefiting market participants and
investors generally.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed rule change is designed to
facilitate trading in Exchange-listed
securities on NYSE Arca during an
Emergency Condition. As such, the
Exchange believes that the proposed
rule change would promote competition
for the benefit of market participants
and investors generally.
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
the proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing will also be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
publicly available. All submissions
should refer to File Number SRNYSEMKT–2013–66 and should be
submitted on or before August 29, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–19145 Filed 8–7–13; 8:45 am]
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
BILLING CODE 8011–01–P
Electronic Comments
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to
Trading Halts or Suspension When an
Exchange Trading System Experiences
Technical Failure or Failures
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml ); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSEMKT–2013–66 on the
subject line.
tkelley on DSK3SPTVN1PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR- NYSEMKT–2013–66. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70101; File No. SR–Phlx–
2013–78 ]
August 2, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on July 25,
2013, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Exchange Rules 1047 and 1047A to
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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expressly state another factor that is
considered in determining whether
trading on the Exchange in any class of
option contracts should be halted or
suspended.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nasdaqtrader.com/
micro.aspx?id=PHLXRulefilings, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange is proposing to amend
Exchange Rule 1047, entitled ‘‘Trading
Rotations, Halts and Suspensions’’ and
Rule 1047A, entitled ‘‘Trading
Rotations, Halts or Reopenings’’ to
expressly state a factor which is
considered today in determining
whether to halt or suspend trading in
any class of option on the Exchange.
Today, Exchange Rule 1047 contains
four factors that an Options Exchange
Official 3 may consider appropriate in
the interests of a fair and orderly market
and to protect investors when
determining whether to halt or suspend
options trading. The current factors are
as follows: (i) Trading in the underlying
stock or Exchange-Traded Fund Share
has been halted or suspended in the
primary market; (ii) the opening of such
underlying stock or Exchange-Traded
Fund Share in the primary market has
been delayed because of unusual
3 See Rule 1. An ‘‘Option Exchange Official’’ is an
Exchange staff member or contract employee
designated as such by the Chief Regulatory Officer.
A list of individual Options Exchange Officials
shall be displayed on the Exchange Web site. The
Chief Regulatory Officer shall maintain the list of
Options Exchange Officials and update the Web site
each time a name is added to, or deleted from, the
list of Options Exchange Officials. In the event no
Options Exchange Official is available to rule on a
particular matter, the Chief Regulatory Officer or
his/her designee shall rule on such matter.
E:\FR\FM\08AUN1.SGM
08AUN1
Agencies
[Federal Register Volume 78, Number 153 (Thursday, August 8, 2013)]
[Notices]
[Pages 48513-48516]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-19145]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70098; File No. SR-NYSEMKT-2013-66]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing of
Proposed Rule Change To Adopt the Text of New York Stock Exchange Rule
49 as Rule 49--Equities in Order To Authorize Exchange Officials To
Exercise the Same Emergency Powers As NYSE Officials May Exercise
August 2, 2013.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that on July 22, 2013, NYSE Arca, Inc. (``NYSE Arca'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
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\1\ 15 U.S.C.78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to [adopt] the text of New York Stock
Exchange (``NYSE'') Rule 49 as Rule 49--Equities in order to authorize
Exchange officials to exercise the same emergency powers as NYSE
officials may exercise. The text of the proposed rule change is
available on the Exchange's Web site at www.nyse.com, at the principal
office of the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to adopt the text of proposed NYSE Rule 49 as
Rule 49--Equities in order to authorize Exchange officials to exercise
the same emergency powers as NYSE officials may exercise.\4\
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\4\ See SR-NYSE-2013-54.
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Background
In 2009, NYSE adopted NYSE Rule 49 to provide NYSE officials with
the authority to declare an emergency condition \5\ with respect to
trading on or through NYSE's systems and facilities and to act as
necessary in the public interest and for the protection of
investors.\6\ The authority in NYSE Rule 49 may be exercised when, due
to an emergency condition, NYSE's systems and facilities located at 11
Wall Street, New York, New York, including the NYSE Trading Floor,
cannot be utilized. If such an emergency condition is declared, a
qualified NYSE officer may, among other things, designate NYSE Arca LLC
(``NYSE Arca''), NYSE's and the Exchange's affiliate, to serve as a
backup facility to receive and process bids and offers and to execute
orders on behalf of NYSE so that NYSE, as a self-regulatory
organization (``SRO''), can remain operational.\7\ NYSE Arca, which
would continue to operate simultaneously during the emergency
condition, has a counterpart rule, NYSE Arca Equities Rule 2.100. To
date, NYSE has not invoked NYSE Rule 49. The Exchange currently has no
counterpart rule.
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\5\ The definition of ``emergency'' is the one used in Section
12(k)(7) of the Act and is also used by other exchanges and the
Securities and Exchange Commission (``Commission''). Section
12(k)(7) defines an emergency to mean ``(A) a major market
disturbance characterized by or constituting--(i) sudden and
excessive fluctuations of securities prices generally, or a
substantial threat thereof, that threaten fair and orderly markets;
or (ii) a substantial disruption of the safe or efficient operation
of the national system for clearance and settlement of transactions
in securities, or a substantial threat thereof; or (B) a major
disturbance that substantially disrupts, or threatens to
substantially disrupt--(i) the functioning of securities markets,
investment companies, or any other significant portion or segment of
the securities markets; or (ii) the transmission or processing of
securities transactions.'' 15 U.S.C. 78l(k)(7).
\6\ See Securities Exchange Act Release No. 61177 (December 16,
2009), 74 FR 68643 (December 28, 2009) (SR-NYSE-2009-105).
\7\ NYSE Arca trades equity securities on the systems and
facilities of its wholly owned subsidiary, NYSE Arca Equities, Inc.,
referred to as the ``NYSE Arca Marketplace.'' For the purposes of
this filing and in the text of proposed Rule 49--Equities, these
shall be referred to collectively as the systems and facilities of
NYSE Arca, or simply NYSE Arca.
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On October 29 and 30, 2012, due to the dangerous conditions that
developed as a result of Superstorm Sandy, NYSE and the Exchange, as
well as a number of their member organizations located in the tri-state
area, were unable to open because of the risk of flooding at their
physical locations. In addition, other broker-dealers and exchanges
with facilities in the area were also faced with significant staffing
challenges because the storm conditions prevented personnel from
getting to work. As a result, it was agreed, after consulting with
other exchanges, market participants, and Commission staff, and in
light of concerns over the physical safety of personnel and the
possibility of technical issues, that all U.S. equities and options
markets would be closed for those two days.
NYSE has proposed to amend NYSE Rule 49 to more effectively
delineate the SRO functions of the Exchange and NYSE Arca during an
emergency condition, reflect the operational preferences of the
industry, and reflect the current structure of member organization
connectivity to and system coding for exchange systems.\8\ The current
NYSE rule contemplates the Exchange remaining operational during the
emergency condition and both NYSE and NYSE Arca performing certain SRO
functions with respect to the same trading activity that would be
taking place on NYSE Arca. NYSE believes that a more practical and
effective structure would be to have all trading activity occurring on
NYSE Arca under that SRO's authority, with one exception. NYSE Arca
would, on behalf and at the direction of NYSE, disseminate certain
primary listing market messages as both NYSE and NYSE Arca messages so
that market participants' systems could properly recognize such
messages. NYSE Arca would do so beginning on the next trading day
following the declaration of the emergency condition. All trading
volume on NYSE Arca in NYSE-listed securities during the emergency
condition would be reported as NYSE
[[Page 48514]]
Arca volume, except for volume associated with the opening and closing
prints in NYSE-listed securities, which would be deemed NYSE volume.
NYSE Arca has submitted a related rule filing.\9\
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\8\ See supra [note 4].
\9\ See SR-NYSEArca-2013-77.
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Proposed Rule Change
To align its authority with its affiliates and mitigate the
possibility of having to close in the event of a future emergency
condition, the Exchange proposes to adopt the text of proposed NYSE
Rule 49. The proposed rule change would provide NYSE MKT officials with
the same emergency powers that NYSE officials may exercise. Each of the
provisions of the proposed rule change is described below.
Under proposed Rule 49(a)(1)--Equities, in the event of an
emergency, a qualified Exchange officer would have the authority to
declare an emergency condition with respect to trading on or through
the systems and facilities of the Exchange (``Emergency Condition'')
and designate NYSE Arca to perform the functions set forth in proposed
Rule 49(b)(2)(A)--Equities on behalf of and at the direction of the
Exchange.
Under proposed Rule 49(a)(2)--Equities, no declaration of an
Emergency Condition could be made pursuant to Rule 49(a)(1)--Equities
unless (A) a regional or national emergency existed that would prevent
the Exchange from operating normally, and (B) such declaration was
necessary so that the securities markets, in general, could continue to
operate and trading in Exchange-listed securities, in particular, could
continue to occur in a manner consistent with the protection of
investors and in pursuit of the public interest.
Under proposed Rule 49(a)(3)--Equities, the term ``emergency'' as
used in the rule would mean an ``emergency'' as defined in Section
12(k)(7) of the Act.\10\ The term ``qualified Exchange officer'' would
mean the NYSE Euronext Chief Executive Officer or his or her designee,
or the NYSE Regulation, Inc. Chief Executive Officer or his or her
designee. If none of these individuals were able to act due to
incapacitation, the most senior surviving officer of NYSE Euronext or
NYSE Regulation, Inc. would be a ``qualified Exchange officer'' for
purposes of the rule.
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\10\ See supra [note 5].
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Under proposed Rule 49(b)(1)--Equities, when an Emergency Condition
is declared under paragraph (a), the Exchange: (A) Would halt all
trading conducted on the Exchange's systems and facilities and would
not route any unexecuted orders to NYSE Arca; (B) would accept
cancellations for Good `Til Cancelled (``GTC'') orders; and (C) would
purge any unexecuted orders from the Exchange's own systems and
facilities as soon as practicable following declaration of the
Emergency Condition.
Under proposed Rule 49(b)(2)--Equities, beginning on the next
trading day following the declaration of the Emergency Condition,\11\
NYSE Arca would, on behalf of and at the direction of the Exchange,
disseminate as messages of both the Exchange and NYSE Arca (A) the
official opening and closing prices of Exchange-listed securities to
the Consolidated Tape Association (``CTA''), and (B) notifications to
the Consolidated Quotation System (``CQS'') for Exchange-listed
securities of (i) regulatory halts and resumption of trading
thereafter, (ii) trading pause and resumption of trading thereafter,
and (iii) Short Sale Price Test trigger and lifting thereafter
(collectively, ``primary listing market notifications'').\12\ The
Exchange notes that in the event of an intra-day declaration of an
Emergency Condition, the Exchange would manually disseminate primary
listing market notifications to CQS. Quotes or orders of Exchange-
listed securities entered on or through the systems and facilities of
NYSE Arca during the Emergency Condition would be reported to CQS as
bids or offers of NYSE Arca, and quotes or orders of Exchange-listed
securities executed on or through the systems and facilities of NYSE
Arca during the Emergency Condition would be reported to CTA as
executions of NYSE Arca, except that executions in the opening or
closing auctions would be reported as Exchange volume only in order to
avoid any double counting.
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\11\ The Exchange's current and proposed disaster recovery plans
do not enable the intraday failover of the Exchange's system onto
NYSE Arca, including dissemination of primary listing market
notifications; such technology is only available on a next-day
basis.
\12\ See NYSE MKT Rules 123D--Equities, 80B--Equities, 80C--
Equities, and 440B--Equities. Each of these types of notifications
is a responsibility of the primary listing market for the security.
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The Exchange believes that the proposed rule would minimize the
impact of declaring an Emergency Condition because NYSE Arca already
trades Exchange-listed securities on an unlisted trading privileges
basis and prints such executions as NYSE Arca, or ``P,'' trades.\13\
This arrangement would be compatible with market participants' system
coding conventions, where orders routed to an exchange generally come
back as executions from that exchange, unless routed out. Thus, quotes
and orders in Exchange-listed securities routed to NYSE Arca during the
Emergency Condition would come back to the entering firm as ``P''
executions, rather than ``A'' executions.\14\ Similarly, the Exchange
further understands that in order for many market participants' systems
to recognize the primary listing market notifications, the
notifications must carry an ``A'' designation to associate it with
Exchange-listed securities. If the notifications were disseminated only
as ``P'' notifications, they may not be properly recognized by these
market participants' systems. However, other market participants may be
able to read such primary listing market notifications if disseminated
with the ``P'' designation. Accordingly, during an Emergency Condition,
in order to accommodate various market participants' existing
technological frameworks for the temporary measures addressed in
proposed Rule 49--Equities, NYSE Arca would disseminate the official
opening and closing prints for Exchange-listed securities and primary
listing market notifications with both ``P'' and ``A'' designations.
When NYSE Arca disseminates these messages on behalf of the Exchange,
it will do so in accordance with its own rules and procedures for its
primary listed securities.\15\ The Exchange believes that the proposed
rule change offers a practical solution that will be compatible with
most market participants' current system coding, which will allow the
proposed rule change to be quickly and efficiently implemented and
avoid the costs and delays associated with system reprogramming.
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\13\ The ``P'' designation reflects one of NYSE Arca's
predecessor names, Pacific Exchange, Inc., before it was purchased
by NYSE Euronext.
\14\ The ``A'' designation reflects one of the Exchange's
predecessor names, American Stock Exchange LLC, before it was
purchased by NYSE Euronext.
\15\ Nonetheless, the Exchange will remain the SRO that is
legally responsible for the notifications.
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The Exchange believes that maintaining a primary market print for
an Exchange-listed security's official opening price would assist
market participants that rely on a primary market opening print as the
basis for trading strategies for that trading day. For example, the
pricing and valuation of certain indices, funds and derivative products
require primary market prints. Similarly, private corporate
transactional contracts involving stock purchases or valuations
frequently make reference to the primary market print rather than to
the CTA print. In addition, certain indexes rely on the primary listing
market closing print to
[[Page 48515]]
calculate the index, and certain funds rely on the primary listing
market closing print to calculate the fund's value. Thus, these market
participants would benefit from the dissemination of the primary market
prints as ``A'' messages and not have to engage in any system
reprogramming to receive them.
Under proposed Rule 49(b)(3)--Equities, members and member
organizations wishing to trade Exchange-listed securities during an
Emergency Condition would be responsible for having contingency plans
for establishing connectivity to NYSE Arca and changing the routing
instructions for their order entry systems to send quotes and orders in
Exchange-listed securities to NYSE Arca. Under proposed Rule 49(b)(4)--
Equities, during an Emergency Condition, all trading of Exchange-listed
securities entered or executed on or through the systems and facilities
of NYSE Arca would be subject to NYSE Arca Equities rules (including
but not limited to the opening, re-opening, and closing auction
processes applicable to securities for which NYSE Arca is the primary
listing market set forth in NYSE Arca Equities Rule 7.35), except that
the Exchange's listing requirements for its listed securities would
continue to apply.
Under proposed Rule 49(c)(1)--Equities, in connection with taking
action under the rule, a qualified Exchange officer would make
reasonable efforts to consult with the Commission before taking such
action, or, if the qualified Exchange officer were unable to consult
prior to acting, as promptly thereafter as practicable under the
circumstances. The authority granted pursuant to the rule would be
operative for up to 10 calendar days from the date that the Exchange
invoked such authority. The Exchange could request that the initial 10-
calendar-day period be extended for a specific amount of time by
submission of a rule filing pursuant to Section 19(b)(2) of the Act.
Such extension would not take effect except upon approval of such a
filing by the Commission. Actions taken pursuant to the rule could be
terminated by the Exchange at any time. The Exchange would provide
adequate prior notice to members, member organizations, Sponsored
Participants and investors regarding its intention to terminate any
such action.
The Exchange will announce by Trader Update when the Exchange and
NYSE Arca will be ready to implement the proposed rule change.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\16\ in general, and furthers the
objectives of Section 6(b)(5) of the Act,\17\ in particular, because it
is designed to promote just and equitable principles of trade and to
remove impediments to and perfect the mechanism of a free and open
market and a national market system. In addition, the Exchange believes
that the proposed rule change furthers the objectives of Section
6(b)(7) of the Act,\18\ in particular, in that it provides fair
procedures for the disciplining of members \19\ and persons associated
with members, the denial of membership to any person seeking membership
therein, the barring of any person from becoming associated with a
member thereof, and the prohibition or limitation by the Exchange of
any person with respect to access to services offered by the Exchange
or a member thereof.
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\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(5).
\18\ 15 U.S.C. 78f(b)(7).
\19\ The Exchange's equivalent to the term ``member'' in this
context is ``member organization.''
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Specifically, the Exchange believes that the proposed rule change
would promote just and equitable principles of trade and remove
impediments to and perfect the mechanism of a free and open market and
national market system because it offers a practical solution to
facilitate trading in Exchange-listed securities in the event of an
Emergency Condition and would help to avoid a future market-wide
closure. All quoting and trading activity in NYSE MKT-listed securities
during the Emergency Condition would be deemed NYSE Arca quoting and
trading for purposes of CQS and CTA reporting and be subject to NYSE
Arca's surveillance and discipline, except that the opening and closing
prints and primary listing market notifications would be disseminated
as both Exchange and NYSE Arca messages so that the majority of market
participants' systems could properly receive and process them. As such,
the proposed rule change reflects the operational preferences of the
industry and the current structure of most member organizations'
connectivity to and system coding for exchange systems and would reduce
the systemic and administrative burdens on market participants by
avoiding the need for reprogramming, depending on which message
notifications their respective systems would be able to read during
such an Emergency Condition. The Exchange believes that facilitating
trading on NYSE Arca in Exchange-listed securities under that SRO's
rules would benefit both issuers and investors by providing additional
liquidity during the Emergency Condition.
The Exchange also believes that the proposed rule change would
remove impediments to and perfect the mechanism of a free and open
market and national market system because it would assist market
participants that rely on or reference a primary market opening print
in their trading strategies or private corporate transactional
contracts involving stock purchases or valuations. In addition, certain
indexes rely on the primary listing market closing print to calculate
the index and certain funds rely on the primary listing market closing
print to calculate the fund's value. The proposed rule change would
assist these market participants in performing these functions without
requiring them to reprogram their systems.
The Exchange also believes that the proposed rule change would
promote just and equitable principles of trade and provide for fair
discipline by clearly delineating SRO surveillance and disciplinary
functions. The Exchange believes that it would be more effective for
NYSE Arca to discipline NYSE MKT members and member organizations under
NYSE Arca rules rather than having the Exchange enforce NYSE Arca
rules, as the NYSE would do under its current rule.
In sum, the Exchange believes that the proposed rule change would
substantially strengthen business continuity planning for itself and
its member organizations, thereby benefiting market participants and
investors generally.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The proposed rule change is
designed to facilitate trading in Exchange-listed securities on NYSE
Arca during an Emergency Condition. As such, the Exchange believes that
the proposed rule change would promote competition for the benefit of
market participants and investors generally.
[[Page 48516]]
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove the proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml ); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSEMKT-2013-66 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR- NYSEMKT-2013-66. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing will also be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make publicly available. All
submissions should refer to File Number SR- NYSEMKT-2013-66 and should
be submitted on or before August 29, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
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\20\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-19145 Filed 8-7-13; 8:45 am]
BILLING CODE 8011-01-P